Painters Local No. 109 Pension Fund — Form 5500 plan (Board Of Trustees Of Painters Local No. 109 Pension Trust)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Painters Local No. 109 Pension Fund is a benefit plan reported by Board Of Trustees Of Painters Local No. 109 Pension Trust under EIN 47-6062771 and plan number 001. The latest loaded filing year is 2023. The filing reports 329 participants and $18,110,834 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Painters Local No. 109 Pension Trust
- EIN
- 47-6062771
- Plan number
- 001
- Plan type
- 1
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 329
- End-of-year plan assets
- $18,110,834
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 329 | H, C | 20250617105117NAL0000875427001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,110,834
- Total liabilities (EOY)
- $28,904
- Net assets (EOY)
- $18,081,930
- Net assets (BOY)
- $16,607,437
Income & contributions
- Employer contributions
- $139,877
- Total contributions
- $139,877
- Total income / additions
- $2,783,391
Expenses & distributions
- Benefits paid
- $1,084,001
- Administrative expenses
- $224,897
- Total expenses
- $1,308,898
- Net increase / (decrease)
- $1,474,493
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Davidson Investment Advisors | NONE | $106,680 | not reported in the loaded dataset | 2023 |
| Forvis | NONE | $29,592 | not reported in the loaded dataset | 2023 |
| Hub International | NONE | $27,825 | not reported in the loaded dataset | 2023 |
| Buckley & Sitzman, Llp | NONE | $17,844 | not reported in the loaded dataset | 2023 |
| Celeste Gardner | EMPLOYEE | $10,691 | not reported in the loaded dataset | 2023 |
| Weinberg & Weinberg | NONE | $6,150 | not reported in the loaded dataset | 2023 |
| Kutak Rock, Llp | NONE | $1,080 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Painters Local No. 109 Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Davidson Investment Advisors — Schedule C compensation
- Forvis — Schedule C compensation
- Hub International — Schedule C compensation
- Buckley & Sitzman, Llp — Schedule C compensation
- Celeste Gardner — Schedule C compensation
- Weinberg & Weinberg — Schedule C compensation
- Kutak Rock, Llp — Schedule C compensation